>>tin7in+(OP)
Having worked with Quants before, the reality is that however big your compute farm, they will want more. I think this is what is going on with these large AI companies - they are simply utilising all of the resource they have.
Of course they could do with more GPUs. If you gave them 1,000x their current number, they'd think up ways of utilising all of them, and have the same demand for more. This is how it should be.